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pranaaum-gmail-c
Level 1

How do I add my name to my profile? To download a report, I need to have my name on my profile, but when it sends me to Profile, it's a nearly blank page.

When I click Download for Receipts for last year it asks for my name to be added to my profile and gives me a button link. That takes me to a page that has "Profile" in the top left and not much else. There isn't a place to enter anything. My Intuit profile is complete. I'm at a loss... And I'm very new at this so pardon me if this is as ridiculous as it seems!
2 Comments 2
Mark_R
Moderator

How do I add my name to my profile? To download a report, I need to have my name on my profile, but when it sends me to Profile, it's a nearly blank page.

Let's get this sorted out so you can download your last year's receipts, @pranaaum-gmail-c.

 

Though your Intuit profile is complete, let's still review it to ensure your personal information is entered. To do so, please follow the steps below:

 

  1. Sign in to your QuickBooks Self-Employed.
  2. Click the Gear icon, then select Intuit account under the Profile section.
  3. On the Intuit Account Manager page, go to the Personal info menu.
  4. Review the Personal info and enter the name if missing.
  5. Click Save.

 

Once done, go back and download your last year's receipts again to double-check. If you get the same result, it's possible that the browser you're using had a data issue. To verify, let's log in to your QuickBooks Self-Employed (QBSE) account via a private browser. To do so, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

 

You might want to learn more about exporting and getting reports in QBSE. This article will guide you through the process: Export transactions and get reports in QuickBooks Self-Employed.

 

Please post a reply below if you need further assistance downloading reports in QBSE. I'll be more than happy to assist you again, @pranaaum-gmail-c.

pranaaum-gmail-c
Level 1

How do I add my name to my profile? To download a report, I need to have my name on my profile, but when it sends me to Profile, it's a nearly blank page.

@Mark_R Thanks so much! The first steps were all I needed to do. I think it was a matter of having things open in different tabs. I closed them all and started fresh with your instructions. Perfect! I appreciate the time you took to write such detailed instructions for me. You have my gratitude. 

Be Well! 

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